BCPL vs JHCR

BCPL vs JHCR

Which is better, BCPL or JHCR?

JHCR costs less.

JHCR has a lower expense ratio.

Lower Fees: JHCR

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBCPLJHCR
Expense Ratio0.40%0.29%Best
AUM$327M$2.5B
Dividend Yield2.85%4.36%
Holdings3661,940
YTD Return-2.66%-2.26%Best
1Y Return--2.08%
Fund FamilyBNY Mellon Investment ManagementJohn Hancock Investment Management
CategoryFixed IncomeFixed Income
StyleInvestment Grade BondInvestment Grade Bond
InceptionJan 12, 2026Dec 18, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

BCPL vs JHCR growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BCPL against instead:BCPL vs SPYBCPL vs QQQBCPL vs VOOBCPL vs VTIJHCR against:JHCR vs VXUS

BCPL vs JHCR Performance

BNY Mellon Core Plus ETF (BCPL) is an ETF from BNY Mellon Investment Management and John Hancock Core Bond ETF (JHCR) is an ETF from John Hancock Investment Management. Year to date, BCPL is down 2.66% versus a loss of 2.26% for JHCR.

Past performance does not guarantee future results.

Fees and Cost Over Time

BCPL charges 0.40% per year while JHCR charges 0.29%. On a $10,000 position that is $40 vs $29 annually, a gap of $11 per year that compounds over a long holding period. On income, BCPL currently yields 2.85% against 4.36% for JHCR.

Holdings Overlap

We hold position weights for 110 holdings in BCPL and 389 in JHCR, totalling 38.1% and 40.8% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 6 positions appear in both.

6 positions in common, counted across the 110 positions we hold weights for in BCPL and 389 in JHCR, against full books of 366 and 1,940.

Top Shared Holdings

StockWeight in BCPLWeight in JHCRDifference
MS V5.948 01/19/38Morgan Stanley 5.95% 01/19/380.39%0.20%0.19%
SO V6.375 03/15/55 2Southern Co 6.38 2055-03-150.34%0.15%0.19%
BAC V5.518 10/25/35Bank Of America Corp Subordinated 10/35 Var % 0.29%0.04%0.25%
EXC V6.5 03/15/55Exelon Corporation 6.5% Mar 15, 20550.29%0.03%0.26%
EPD 5.35 01/31/33Enterprise Produ 5.35 01/31/20330.23%0.06%0.17%
JMIKE 2024-1A A2Jersey Mikes Fdg Llc 5.636% 02/15/2055 144A0.17%0.07%0.10%

You are not choosing between two funds in isolation.

Whichever of BCPL and JHCR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BCPLJHCR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BCPL or JHCR?

BCPL has an expense ratio of 0.40% while JHCR charges 0.29%. JHCR is the cheaper option, by $11 a year on a $10,000 investment.

Which pays a higher dividend, BCPL or JHCR?

BCPL yields 2.85% while JHCR yields 4.36%, so JHCR currently pays the higher dividend yield.

Is JHCR better than BCPL?

JHCR has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.